Privacy Policy

Last Updated: 11/17/25

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1. Introduction

Cedrus Wealth Group ("Cedrus", "we", "us", or "our") is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website or interact with us online.

As a financial services provider, we adhere to industry-standard privacy practices and applicable laws and regulations, including, where relevant, the Gramm-Leach-Bliley Act (GLBA) and its implementing regulations.

By using our website, you agree to the terms of this Privacy Policy.

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2. Information We Collect

We may collect the following categories of information:

• Personal Information You Provide to Us

  • Name, email address, phone number

  • Mailing address

  • Information provided through contact forms or consultations

  • Any other information you choose to share with us

• Information Collected Automatically: When you visit our website, we may automatically collect:

  • IP address

  • Browser type and settings

  • Device identifiers

  • Pages visited, time spent, and interactions with our website

  • Cookies and similar tracking technologies

• Information From Third Parties : we may receive information from service providers, advisors, or marketing partners in accordance with applicable laws.

3. How We Use Your Information

We use your information to:

• Provide, operate, and improve our website and services

• Respond to inquiries and provide customer support

• Conduct research and analytics

• Communicate updates, insights, or marketing messages (with the option to opt out)

• Meet legal, regulatory, and compliance obligations

• Prevent fraud, enhance security, and maintain the integrity of our systems

4. How We Share Your Information

Cedrus does not sell your personal information.

We may share information with:

• Service Providers: Vetted partners who assist with technology, security, analytics, and communication.

• Professional Advisors: Attorneys, auditors, consultants, or custodians assisting in service delivery.

• Regulatory or Legal Requests

We may disclose information when required:

• To comply with laws and regulations

• For legal process or governmental requests

• To protect our rights or the rights of clients and partners

• Business Transfers: In the event of a merger, acquisition, or corporate restructuring.

5. Cookies and Tracking Technologies

We use cookies and similar technologies to:

• Analyze website traffic and performance

• Enhance your browsing experience

• Personalize content

You can control cookies through your browser settings. Disabling cookies may limit certain website features.

6. Data Security

We use industry-standard physical, technical, and administrative safeguards to protect personal information. While no method of transmission or storage is completely secure, we follow best practices for financial services data protection.

7. Data Retention

We retain personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law, regulation, or professional guidelines.

8. Your Rights and Choices

Depending on applicable law, you may have the right to:

• Access, correct, or update your information

• Request deletion of personal information

• Opt out of marketing communications

• Limit sharing of certain financial information under GLBA​

9. Children’s Privacy

Our website is not intended for children under 13. We do not knowingly collect personal information from children.

10. Links to Third-Party Websites

Our website may include links to other sites. We are not responsible for their content or privacy practices.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with the updated effective date.

12. SMS Policy 

Text messaging opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates). Reply STOP to opt out. Rely HELP for help. Mobile opt-in data is collected and used for compliance purposes only.

SMS Terms & Conditions

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13. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us:

Cedrus Wealth Group
Email: lauren@cedruswg.com
Phone: 763-400-3224
Address: 1887 Station Parkway NW | Andover, MN 55304

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Please review this policy regularly to stay informed about how we protect your information.